Associate, Financial Planning Job Openings by Royal Bank of Canada in Victoria

Job Title Associate, Financial Planning
Pub Date 10 days ago
Company Royal Bank of Canada
Location Victoria

Royal Bank of Canada Recruitment 2022 - Royal Bank of Canada give a chance to apply Associate, Financial Planning, that will be placed in Victoria. You will definitely get a better chance along with safer dwell in the future. Becoming a member of this enterprise makes a people able to attain the purpose less complicated and make current aspiration come true.

To produce the business eyesight and mission happens on correct Royal Bank of Canada will be wide started on brand-new place as December 2022. Everybody who are interested filling this vacant, make sure you take part in this kind of Associate, Financial Planning recruitment. If you will be the one which can certainly fill up requirements, you can try to see more information about Associate, Financial Planning Job Openings below.

Royal Bank of Canada Job Vacancies 2022

Associate, Financial Planning Job Openings in Victoria

Come Work with Us!
At , our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.
Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.

Job Title

Associate, Financial Planning

Job Description

What is the opportunity?

As an Associate, Financial Planning you provide sales support and responsive value-based client contact for a team of Financial Planners. You are responsible for supporting the unit/team in achieving sales objectives by contributing to a differentiated client experience. In this role, you collaborate with partners across the organization to identify and meet client needs and goals, strengthening client relationships and making it easier for them to do business with .

Work Environment is your home office, however you must be located in BC.

What will you do?

  • Provide consistent sales support to client requests, act as a point of contact for client problems, and ensure accuracy of documentation with follow-ups, as required
  • Maximize opportunities to effectively identify client needs, make referrals, expand profitable client relationships, and track and review progress against the teams’ annual sales plan
  • Increase sales enablement for Financial Planners by assisting with preparations for client meetings, and supporting the fulfilment of credit, investments, and everyday banking solutions
  • Exercise due diligence in following all policies and procedures, and identity/correct areas of operational risk

What do you need to succeed?


  • Mutual Funds accreditation (e.g., Investment Funds in Canada, or the Canadian Securities Course)
  • Demonstrated passion for putting clients first, as well as success in a hands-on, target-driven sales environment
  • Excellent telephone manner, IT literacy, and digital knowledge, as well as multi-tasking and problem-solving skills
  • Flexibility, eagerness to learn, strong personal ethics, and a hunger for success
  • Ability to work both independently and in a team environment, demonstrating strong collaboration skills


  • Track record in building rapport and maintaining client relationships within the financial industry
  • Previous experience as a Banking Advisor or Financial Advisor considered an asset

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

  • A comprehensive Total Rewards Program including competitive compensation, bonuses, and flexible benefits
  • Continued opportunities for career advancement
  • Support from a dynamic, collaborative, progressive, and high performing team, as well as world-class tools, coaching, and development opportunities
  • Opportunity to achieve great success and grow your career with

Job Summary


VANCOUVER, British Columbia, Canada





Work hours/week:


Employment Type:

Full time


Personal and Commercial Banking

Job Type:


Pay Type:


Posted Date:


Application Deadline:


Inclusion and Equal Opportunity Employment

At , we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

Join our Talent Community
Stay in-the-know about great career opportunities at . Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at . Find out how we use our passion and drive to enhance the well-being of our clients and communities at

As one of the leading companies in Canada, Royal Bank of Canada opens variety of opportunities for employees to grow and make them as future leaders of the professional and disciplined. Royal Bank of Canada also gives a dynamic work environment in order to encourage employees to give optimally, and at the same time, you are able to learn new experience and erudition through the company programs.

If You are interested to submit an application for Associate, Financial Planning Job Openings Victoria December 2022 by Royal Bank of Canada, please prepare requirements files and documents as soon as possible. To apply by online, please click the "Apply" button below. If you still do not satisfy with a job recruitment above, you can try to read more jobs list in Victoria region from another company below.

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